Financial Advisor – Grow Your Book & Earn Strong Commissions

Associated Banc‑Corp; Stevens Point (WI); Vor Ort; USD 250.000 - 400.000; Vollzeit

Benefits dieser Stelle

401(k) and Pension plans

Volunteer PTO

Diversity-focused Colleague Resource(G

Competitive salary growth

Well-being programs

Employee stock purchase plan

Parental leave

Military benefits

Banking benefits

Zusammenfassung

Associated Bank is seeking a Financial Advisor to join the Stevens Point branch, handling an existing book of business and driving growth in a collaborative, community-focused setting. You will deliver personalized financial planning and tailored investment and insurance advice, while strengthening relationships with clients and the sales team.

The role requires state-licensed advisory experience and a strong track record in expanding a book of business, with the FINRA background check and

Qualifikationen

• Bachelor’s Degree in Business or Finance.
• 3+ years of advisory/fee-based investment and insurance sales, building a book of business.
• 5+ years of advisory/fee-based investment and insurance sales, building a book of business.

Aufgaben

• Provide holistic financial planning and investment/insurance recommendations.
• Advisory sales and achievement of key metrics within a team-selling model.
• Build and maintain strong client relationships and ensure timely documentation.

Kenntnisse

Financial planning

Advisory sales

Relationship management

Client service

Ausbildung

Bachelor's Degree in Business or Finance

Tools

Series 7

Series 63/66

CFP

CFA

Jobbeschreibung

Associated Bank is seeking a Financial Advisor to join the Stevens Point branch, handling an existing book of business and driving growth in a collaborative, community-focused setting. You will deliver personalized financial planning and tailored investment and insurance advice, while strengthening relationships with clients and the sales team.

The role requires state-licensed advisory experience and a strong track record in expanding a book of business, with the FINRA background check and